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@InvestingVisual Avatar @InvestingVisual Investing visuals

Several tech companies are making significant strides, particularly in AI. $AMD and $NVDA are seeing substantial growth, with $AMD announcing a strategic partnership with OpenAI to deploy X gigawatts of $AMD GPUs. Meanwhile, $RBRK, a cybersecurity company, is gaining attention for its high-quality business with founder-led revenue growth and strong Gartner rankings.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance #2879 stocks #5021 technology brands automotive brands cryptocurrencies countries exchanges currencies

Social topic influence $nvda #272, $amd #25, nvda #87, $asml #5, asml #14, $nbis #64, $tsm #12, stocks #758, $msft #133, $duol #163

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Duolingo, Inc. Class A Common Stock (DUOL) Palantir (PLTR) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Metadium (META) Rubrik, Inc. (RBRK) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Netflix Inc (NFLX) Spotify Technology (SPOT) Broadcom, Inc. (AVGO) Applied Materials, Inc. (AMAT) Apple, Inc. (AAPL) Axon Enterprise, Inc. (AXON) Tesla, Inc. (TSLA) Tempus AI, Inc. Class A Common Stock (TEM) Now Coin (NOW) Spacemesh (SMH) Astera Labs, Inc. Common Stock (ALAB) Advance Auto Parts, Inc. (AAP) DLocal Limited Class A Common Shares (DLO) Robinhood Markets, Inc. (HOOD) SPDR S&P XXX ETF Trust (SPY) IREN Limited (IREN) Shopify Inc (SHOP) Super Micro Computer, Inc. Common Stock (SMCI) Suncor Energy, Inc. (SU) Constellation Energy Corp (CEG) Intuitive Surgical, Inc. (ISRG) Alibaba Group (BABA) MercadoLibre Inc (MELI) Novo-Nordisk (NVO) RAI Finance (SOFI) Hims & Hers Health, Inc. (HIMS) Trade Desk, Inc. (TTD) Oracle Corporation (ORCL) Affirm Holdings, Inc. Class A Common Stock (AFRM) Mario Coin (COIN) 4 (4) Meta Platforms, Inc. (META) Cadence Design Systems Inc (CDNS) Morgan Stanley (MS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Happy Friday everyone 🥂"
X Link @InvestingVisual 2025-10-10T19:15Z 88.6K followers, 19K engagements

"@TacticzH If $asml could just pull that offyeah"
X Link @InvestingVisual 2025-10-13T20:14Z 88.6K followers, 1268 engagements

"$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders. Which one would you rather own"
X Link @InvestingVisual 2025-10-08T14:29Z 88.6K followers, 18.1K engagements

"What is your highest conviction stock right now"
X Link @InvestingVisual 2025-08-29T17:00Z 88.4K followers, 112K engagements

"🚨JUST IN: $AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs. A multi-year multi-generation agreement Initial X gigawatt OpenAI deployment of AMD Instinct MI450 Series GPUs starting in 2H 2026 Extremely bullish for $AMD"
X Link @InvestingVisual 2025-10-06T11:24Z 88.5K followers, 17.1K engagements

"Which AI tech stock do you think is the best buy right now Chip design $NVDA $XXX $AMD $XXX $AVGO $XXX Components $TSM $XXX $SMCI $XX Manufacturers $TSM $XXX $AVGO $XXX Power $SU $XX $CEG $XXX Equipment $ASML $XXX $AMAT $185"
X Link @InvestingVisual 2025-08-09T14:47Z 88.6K followers, 396.8K engagements

"Rare earth metal stocks are going parabolic - but most don't generate any revenue. Tread carefully. These are highly speculative plays"
X Link @InvestingVisual 2025-10-13T16:01Z 88.6K followers, 87.8K engagements

"Tech moat tier list: Elite: $ASML $MSFT $AMZN $NVDA Extremely wide: $AAPL $GOOGL $META $TSM Very wide: $PLTR $TSLA $ISRG $AXON All build to last and near-impenetrable"
X Link @InvestingVisual 2025-10-05T18:45Z 88.6K followers, 48.5K engagements

"@QualityInvest5 I love $DUOL but that is utter BS. We should all ignore these 100x and $10t lunatics its the only way to shut them up"
X Link @InvestingVisual 2025-10-06T18:01Z 88.3K followers, 1312 engagements

"If you want exposure to semis but dont want to pick individual stocks $SMH is worth a look. Its one of the best-performing ETFs up XXX% over the past X years"
X Link @InvestingVisual 2025-10-08T19:39Z 88.6K followers, 48.1K engagements

"Best performers in the MAG7 YTD: $NVDA +37% $GOOGL +30% $MSFT +23% Meanwhile both $AAPL and $AMZN are underperforming the market this year"
X Link @InvestingVisual 2025-10-05T13:20Z 88.6K followers, 75.2K engagements

"$AMD visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Final thoughts: $AMD vs $NVDA Let's dive in 🧵👇"
X Link @InvestingVisual 2025-09-01T14:13Z 88.6K followers, 185.5K engagements

"Key players in the AI industry every investor should know: AI foundation: $ASML $TSM $AMAT AI Chips: $NVDA $AMD $AVGO AI infrastructure: $NBIS $CRWV $ALAB"
X Link @InvestingVisual 2025-10-10T18:00Z 88.6K followers, 24.4K engagements

"How $AMZN makes money💸"
X Link @InvestingVisual 2025-10-04T11:00Z 88.6K followers, 65.8K engagements

"If you're looking for a high quality cybersecurity name definitely check out $RBRK: 🔹 Founder-led 🔹 Revenue growth of XX% 🔹 Turned free cash flow positive 🔹 Trading at half the valuation of peers 🔹 6x Gartner Magic Quadrant leader in Backup & Data Protection. Currently working on a deep dive"
X Link @InvestingVisual 2025-10-05T17:50Z 88.6K followers, 57.6K engagements

"September Portfolio Recap 🌟 I shared the full recap and plan for October in the Savvy community today (link in bio). Highlights: Portfolio +50.7% YTD and +16.8% in September Closed a long-term multibagger New position: a high quality software name Trimmed X positions Added to X position with great risk/reward Community highlights: Tech talk: is AI hype or megatrend (my view from working in the industry) Market thoughts: a ball game 30+ position related updates and thoughts If you'd like to see my real-time moves thoughts on tech research notes full portfolio and more consider joining our"
X Link @InvestingVisual 2025-10-02T18:51Z 88.6K followers, 33K engagements

"@SoJustFollowMe I can see $AMZN doing so but Im very much questioning $AAPL lately. Mediocre innovation and completely missing AI so far. Im getting quite some stalwart vibes with $AAP honestly"
X Link @InvestingVisual 2025-10-05T14:30Z 88.5K followers, 1318 engagements

"@QualityInvest5 Well my thinking here: Ive put $TSM a little lower because there are some other fabs (not a the same scale as $TSM though but still) while there are none that even remotely come close to the likes of $ASML $MSFT etc"
X Link @InvestingVisual 2025-10-05T19:30Z 88.6K followers, 1037 engagements

"If you invested $10K in $NVDA X years ago it would be worth $147K today. Which stock do you think has the same potential right now"
X Link @InvestingVisual 2025-04-26T16:57Z 88.6K followers, 614.9K engagements

"@PavelBisse @samsolid57 @amitisinvesting Haha nice To me its one of the most interesting names in the space right now 👌 Im an early $CRWD shareholder and I wont be surprised to see $RBRK follow a similar path"
X Link @InvestingVisual 2025-10-05T19:32Z 88.6K followers, 1004 engagements

"@nataninvesting Great return Nathan As someone who's skeptical about investing in China: what's the main reason for your conviction on names like $BABA and $PDD"
X Link @InvestingVisual 2025-10-04T13:11Z 88.6K followers, 1904 engagements

"@otigart Why did you decide to sell you $AMD position Oti"
X Link @InvestingVisual 2025-10-13T12:27Z 88.7K followers, 1173 engagements

"How $PLTR makes money: U.S. government $426M (+53%) U.S. commercial $XXX (+92%) International $XXX (+13%) Total revenue: $1Bln in Q2 💸"
X Link @InvestingVisual 2025-10-09T13:31Z 88.6K followers, 31K engagements

"@Pankajmittl7 Absolutely Pankaj Already shared my dip plan in the community earlier but right now Im mostly eyeing names like $DLO and $MELI. You"
X Link @InvestingVisual 2025-10-10T20:22Z 88.3K followers, XXX engagements

"Would you rather buy. $AMD at $XXX $NVDA at $XXX $HOOD at $XXX $SOFI at $XX $HIMS at $XX $NVO at $XXX $DUOL at $XXX $DLO at $XX $TTD at $XX $CRWV at $XXX Or $NBIS at $96"
X Link @InvestingVisual 2025-09-19T19:00Z 88.4K followers, 143.7K engagements

"Gentle reminder:"
X Link @InvestingVisual 2025-10-11T19:07Z 88.6K followers, 29.4K engagements

"Both $ASML and $TSM report earnings this week. Their outlooks will be especially important to see how AI demand is evolving"
X Link @InvestingVisual 2025-10-13T18:34Z 88.6K followers, 45.4K engagements

"Netflix $NFLX posted a strong quarter and is up +12% today. Here's everything you need to know about $NFLX after its Q4'24 results👇"
X Link @InvestingVisual 2025-01-22T14:33Z 88.4K followers, 14.9K engagements

"@amitisinvesting At this point the OpenAI deals are getting out of hand. Its reached a stage where I personally think theyre overplaying their hand with the amount of spending theyve announced. Especially while running at around $13B ARR right now. Its starting to feel frothy honestly"
X Link @InvestingVisual 2025-10-13T17:15Z 88.6K followers, 13K engagements

"How would you split $100000 between $NVDA and $AMD"
X Link @InvestingVisual 2025-10-12T16:28Z 88.6K followers, 177.2K engagements

"The $AMD OpenAI deal is a major catalyst for $AMD and a strong validation of their value proposition. Heres a breakdown of $AMD I made a while ago 👇"
X Link @InvestingVisual 2025-10-06T11:37Z 88.6K followers, 23.2K engagements

"ROAST my top positions 🔥 What would you add cut or size differently Be brutally honest I can take it. More context & something new Im launching in the thread below 🧵👇"
X Link @InvestingVisual 2025-09-28T14:12Z 88.3K followers, 40.8K engagements

"JUST IN🚨 $AMD & $ORCL announce agreement for 50000 GPUs deal for its Oracle Cloud Infrastructure. Like the OpenAI deal AMD will provide Oracle with its future MI450 AI chip in the second half of 2026. The deal further increases $AMD presence in the AI space"
X Link @InvestingVisual 2025-10-14T12:31Z 88.6K followers, 24.9K engagements

"How $DUOL makes money🦉"
X Link @InvestingVisual 2025-10-01T13:22Z 88.6K followers, 18K engagements

"$SPY top XX holdings account for XX% of the total index right now. Top 3: $NVDA: XXX% $MSFT: X% $AAP: 6%"
X Link @InvestingVisual 2025-10-09T18:42Z 88.6K followers, 22.5K engagements

"Billions are still being poured into the AI buildout: $NVDA $100B deal with OpenAI $MSFT $19B deal with $NBIS $GOOGL $9B data center expansion $META pledging $600B in AI investments by 2028 These are the key players set to benefit:"
X Link @InvestingVisual 2025-09-24T19:06Z 88.5K followers, 98.3K engagements

"Over the past XX years $SPY only had X red years and an annual return of XX% If you're a stock picker and did worse then that consider simply owning an ETF like $SPY"
X Link @InvestingVisual 2025-10-06T19:00Z 88.6K followers, 10.1K engagements

"The FinTech market is estimated to grow XX% annually and reach $309B by 2028 according to McKinsey. Top X high-growth names: X - $HOOD X - $COIN X - $AFRM Who's your favorite"
X Link @InvestingVisual 2025-09-18T19:45Z 88.6K followers, 48K engagements

"@PavelBisse Thx Paval These are in EUR so my return would be about XX% of it where not for the weak dollar"
X Link @InvestingVisual 2025-10-13T18:53Z 88.6K followers, XX engagements

"Feels like we're getting close to peak euphoria right now"
X Link @InvestingVisual 2025-10-03T18:01Z 88.6K followers, 23.2K engagements

"$AMD is now up +100% since this post. Stock prices always catch up to fundamentals. Congrats shareholders 🤝"
X Link @InvestingVisual 2025-10-08T18:14Z 88.6K followers, 48.3K engagements

"@nikoliasgoninus Looking forward to it $DUOL is still very under appreciated and misunderstood by many IMO"
X Link @InvestingVisual 2025-10-03T07:23Z 88.2K followers, 1031 engagements

"How $AMD makes money: Data center: $3.2B (+14%) Client (processors): $XXX% (87%) Gaming: $1B (+35%) Embedded (specialized chips): $-4%) Total revenue in Q2: $7.6B (+32%)"
X Link @InvestingVisual 2025-10-09T13:46Z 88.6K followers, 35.2K engagements

"AI stocks are blazing this year 🔥 Top 3: $IREN +349% $NBIS +312% $CRWV +245% Which do you thing will perform best in 2025"
X Link @InvestingVisual 2025-10-03T13:20Z 88.6K followers, 144.6K engagements

"What $AMD's revenue mix looks like:"
X Link @InvestingVisual 2025-10-06T13:49Z 88.6K followers, 17.9K engagements

"@ColinEdsman Or actually BATMMAAN B Broadcom A Apple T Tesla M Microsoft M Meta Platforms A Amazon A Alphabet (Google) N Nvidia"
X Link @InvestingVisual 2025-10-05T19:41Z 88.2K followers, XXX engagements

"@meeijer Hard call right I slightly prefer $SPOT as well but Im biased as someone who uses $SPOT daily 👀"
X Link @InvestingVisual 2025-10-08T17:42Z 88.6K followers, XXX engagements

"AI stocks are absolutely on fire 🔥 Top 3: X - $NBIS +210% X - $IREN +209% X - $CRWV +196% Whos your favorite"
X Link @InvestingVisual 2025-09-10T16:05Z 88.6K followers, 164.5K engagements

"$ASML stock is basically flat YTD. Meanwhile: 🔹 No AI without $ASML machines 🔹 2030 revenue target of $44B$60B 🔹 Arguably the widest moat out there A strong Q3Q4 could be the breakout catalyst especially if geopolitical tensions ease. One month to Q3"
X Link @InvestingVisual 2025-09-08T15:02Z 88.6K followers, 87K engagements

"Want exposure to semis without picking individual stocks $SMH might be worth a look. It has a 10-year CAGR of XX% and includes many key AI chip players"
X Link @InvestingVisual 2025-07-12T18:43Z 88.6K followers, 54.2K engagements

"Follow-up: Diversification & risk reduction Theres a lot of nuance around diversification and risk that the visual I shared earlier didnt fully capture. As a result it was a bit oversimplified. Time to dive into the details and paint a more balanced nuanced picture 👇 (7 min. read) X - What is risk First things first. When talking about risk in the stock market most people think about the chance of losing money. But risk isnt one thing its a mix of different forces that move prices. At the highest level there are two main types: Systemic (market) risk: the broad forces that affect nearly"
X Link @InvestingVisual 2025-10-08T12:25Z 88.6K followers, 29.9K engagements

"@IweinVranckx Can you give some more insight into this from your perspective In what way does AMD has nothing to do with AI (yet)"
X Link @InvestingVisual 2025-10-13T17:31Z 88.6K followers, XXX engagements

"@SoJustFollowMe . . . . . Why"
X Link @InvestingVisual 2025-10-08T18:01Z 88.4K followers, XXX engagements

"If you're looking for AI-themed investment idea this overview by Morgan Stanley is a great place to start. My personal favorites: $PLTR $NOW $NET Names I would add on the software side: $TEM $AXON $RBRK"
X Link @InvestingVisual 2025-09-29T13:23Z 88.6K followers, 41.5K engagements

"All eyes on $ASML Q3 tomorrow the first major semi business to report earnings Est. Revenue: $7.74B (+3.6%) Est. Earnings per share: $XXXX (+1.8%)"
X Link @InvestingVisual 2025-10-14T14:20Z 88.6K followers, 30.1K engagements

"10 of my favorite founder led businesses: $NVDA $TSLA $META $AXON $NBIS $TEM $NET $CRWD $DUOL $ADYEY Which would you add to the list"
X Link @InvestingVisual 2025-09-04T13:30Z 88.6K followers, 29.6K engagements

"@TomolaGroup Very well put Toby thanks fo sharing. Its funny because I lean the opposite side where I prefer $AMD for the potential ahead"
X Link @InvestingVisual 2025-10-13T12:29Z 88.6K followers, 1289 engagements

"Global semi sales are projected to hit $700B in 2025. These are the fastest growing names. Top 3: $NVDA XX% $MU +40% $MRVL +30%"
X Link @InvestingVisual 2025-10-10T13:20Z 88.6K followers, 33.5K engagements

"@janne_karhunen @PavelBisse Thanks for sharing your take on this Janne I always find it very valuable to hear what industry insiders think about stuff like this. Whats the main reason you prefer $AMD over $NVDA Maybe a combination of hardware and open source software ecosystem"
X Link @InvestingVisual 2025-10-13T12:26Z 88.6K followers, XXX engagements

"Investing should be more like watching paint dry or watching grass grow. If you want excitement take $XXX and go to Las Vegas. Paul Samuelson"
X Link @InvestingVisual 2025-10-05T11:00Z 88.6K followers, 16.2K engagements

"Q3 earnings season is finally about to kick off Notable names this week: Tuesday: $BLK $GS $C $WFC $JNJ $DPZ Wednesday: $AMSL $BAC $MS Thursday: $TSM $IBKR Friday: $AXP"
X Link @InvestingVisual 2025-10-13T14:45Z 88.6K followers, 15.5K engagements

"The market suddenly woke up on $ASML which is now up +45% in one month. Fundamentals always win 🤝"
X Link @InvestingVisual 2025-10-02T13:32Z 88.6K followers, 26.9K engagements

"$NBIS: a long-term view beyond AI infrastructure covering: Co-Founder Roman Chernins vision AI infrastructure as a funding machine What they are truly building for What customers say (5 min read) 📜👇 In a recent interview Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business. He sees $NBIS as a combination of two businesses: Data centers: large mostly bare-metal deployments Cloud & AI software stack Right now all the attention goes to the AI infrastructure build-out with billions flowing into it. AI demand is still outpacing supply by a wide"
X Link @InvestingVisual 2025-10-11T15:03Z 88.6K followers, 35.6K engagements

"The $17B $NBIS & $MSFT deal just reaffirmed AI is still so early Key players: Phase 1: $NVDA $ASML $AMD $TSMC $NBIS $ALAB Phase 2: $MSFT $META $GOOGL $AMZN Phase 3: $PLTR $NOW $TEM $CRWD $NET Phase 4: $SPOT $SHOP $NFLX $TSLA $DUOL"
X Link @InvestingVisual 2025-09-09T06:10Z 88.6K followers, 124.8K engagements

"$10000 invested in $NVDA XX years ago would be worth a staggering $XX MILLION today. Which stock do you think has that kind of potential now"
X Link @InvestingVisual 2025-09-17T19:00Z 88.6K followers, 363K engagements

"$ASML Q3 earnings 🚨 Net bookings: 5.4B vs Est. 5.2B Rev: 7.5B vs Est. 7.65B Gross Margin: XXXX% vs Est. XXXX% Q4 outlook Rev: 9.2-9.8B vs Est. 9.3B Gross Margin: 51-53% vs Est. 51%"
X Link @InvestingVisual 2025-10-15T05:15Z 88.6K followers, 2680 engagements

"Adobe $ADBE is a heavyweight in the software-as-a service (SaaS) space leading the charge in creative and digital solutions. Heres a quick snapshot of the company👇🔍"
X Link @InvestingVisual 2024-09-22T13:32Z 88.6K followers, 22.5K engagements

"@PavelBisse Hahah no Sir Check the date though this ones X months old 😉"
X Link @InvestingVisual 2025-10-14T17:06Z 88.6K followers, XX engagements

"Top XX most expensive software stocks: Very expensive (above 80x): $PLTR Expensive (20x35x): $NET $FIG $CRWD Reasonable (below 15x): $SHOP $RBRK $GWRE $ZS $NOW $DDOG"
X Link @InvestingVisual 2025-09-25T13:30Z 88.7K followers, 45.1K engagements